The Napkin Quote is Dead
If you're still texting prices or writing quotes on the back of a business card, you are losing to competitors who present professional, detailed proposals. Your estimate is a reflection of the quality of your work.
The 7-Part Winning Estimate
- Company Branding & Info: Logo, license numbers, insurance info, and clear contact details.
- Client Details: Name, service address, and date of estimate.
- Scope of Work (Detailed): Don't just say "Paint living room." Say "Prep, prime, and apply two coats of premium Sherwin Williams paint to living room walls and ceiling."
- Exclusions: Clearly state what is NOT included (e.g., "Drywall repair exceeding 2 sq ft not included"). This prevents scope creep.
- Pricing Options: Present Good, Better, Best options to anchor the price and provide choices.
- Terms & Conditions: Payment schedule (deposit, progress, final), warranty info, and validity period of the quote.
- Digital Signature Line: Make it easy for them to say yes by using software that allows e-signatures directly on their phone.
Speed Wins
The contractor who delivers a professional quote first wins the job 60% of the time. Use software to generate this template on-site before you even drive away.
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